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POSITION: COMMERCIAL LINES
CUSTOMER SERVICE REPRESENTATIVE PURPOSE: Provide the highest quality service and advice to commercial clients. Achieve superior satisfaction of commercial clients with ongoing review and updating of coverage's through teamwork and cooperation with producers and other support staff. Assist producers with marketing of new and current business, ensuring the client the most comprehensive and cost effective insurance package available. Develop and maintain a professional relationship with clients, support staff, producers and carriers. PRIMARY FUNCTIONS: 1. Review current account renewals with producer, order renewals or obtain quotes, as requested. 2. Review applications completed by the producer for accuracy prior to submission to the company. 3. Process all new and renewal policies, review for accuracy of coverage's and rates. Order corrections when necessary. 4. Prepare policies, schedules, billings, etc. for delivery to the client by producer. 5. Prepare proposals for new and current clients as requested by producer. 6. Rate standard commercial risks in house, where appropriate. Negotiate with carriers to ensure favorable coverage's, rates and commissions. 7. Promptly report claims to appropriate carrier following individual carrier requirements. 8. Follow up with carrier/adjuster on status of claim, keeping clients apprised of the status of their claim. 9. Respond promptly to inquiries and requests from clients. 10. Process all endorsements and audits, billing and delivering as appropriate. 11. Maintain paper and computer files so that producers and other support staff are able to assist client in your absence. 12. Maintain Diary on all new and renewal policies, endorsements, monthly reports, audits, dividends, claims and other requests to promote timely response to clients. 13. Prepare binders and binder billings, where appropriate. 14. Accompany producer on account calls as requested. 15. Assist bookkeeper with client and company accounting inquiries. 16. Input and maintain client and policy information in computer system. 17. Document all activity on client accounts in computer program as protection against errors and omissions charges 17. Attend all department and agency meetings to facilitate ongoing communication and teamwork. 18. Meet with company representatives to keep up to date on all policy and procedure changes. 19. Perform other related duties as required. MEASUREMENTS: 1. Meet with producer to review renewal instructions 90 days prior to renewal date. 2. Follow up with carrier 60 days prior to renewal. 3. Producer to receive renewal quote and proposal 30 days prior to expiration. 4. Prepare binders with binder billing if renewal not available 15 days prior to expiration. 5. Certificates requested by client issued same day as received. 6. Return all phone calls within three hours.
REQUIREMENTS: Fax or email resume to ia@ia.bz |
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